PFG vs LPLA
Comparison between Principal Financial Group Inc (PFG, Company) and LPL Financial Holdings Inc (LPLA, Company).
Both PFG and LPLA are from the Financial Services sector.
5-Year PerformanceLPLA has outperformed PFG, delivering a return of +17.5% compared to +17.0%
PFG vs LPLA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFG vs LPLA - Historical Returns
Returns include dividend reinvestment.
PFG vs LPLA - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PFG | LPLA |
|---|---|---|
| 2026 | +24.63% | -18.55% |
| 2025 | +18.35% | +9.26% |
| 2024 | +1.32% | +42.17% |
| 2023 | -2.65% | +5.39% |
| 2022 | +18.61% | +33.43% |
| 2021 | +55.49% | +55.94% |
| 2020 | -6.29% | +12.56% |
| 2019 | +29.23% | +51.80% |
| 2018 | -34.82% | +8.40% |
| 2017 | +23.96% | +64.14% |
| 2016 | +35.95% | -13.85% |
| 2015 | -10.53% | -2.51% |
| 2014 | +9.56% | -3.43% |
| 2013 | +73.71% | +65.69% |
| 2012 | +16.26% | -2.00% |
| 2011 | -24.66% | -12.66% |
| 2010 | +32.83% | +13.13% |
| 2009 | +3.84% | N/A |
| 2008 | -65.93% | N/A |
| 2007 | +17.59% | N/A |
| 2006 | +24.67% | N/A |
| 2005 | +18.46% | N/A |
| 2004 | +26.09% | N/A |
| 2003 | +9.71% | N/A |
| 2002 | +27.56% | N/A |
| 2001 | +14.29% | N/A |
PFG vs LPLA Drawdown Comparison
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The current PFG drawdown is -1.44%. The current LPLA drawdown is -26.06%.
| Rank | PFG | LPLA |
|---|---|---|
| #1 | -91.47% Dec 24, 2007 - Nov 10, 2016 | -69.32% Mar 20, 2014 - Sep 27, 2017 |
| #2 | -64.71% Jan 26, 2018 - May 5, 2021 | -60.33% Jan 16, 2020 - Dec 3, 2020 |
| #3 | -29.31% Nov 11, 2022 - Oct 11, 2024 | -33.78% May 2, 2011 - Mar 15, 2012 |
| #4 | -26.00% Jun 28, 2002 - Dec 23, 2002 | -33.18% Jun 20, 2024 - Nov 6, 2024 |
| #5 | -22.42% Oct 17, 2024 - Dec 5, 2025 | -33.12% Jul 30, 2025 - May 28, 2026 |
| #6 | -21.12% Feb 9, 2022 - Aug 12, 2022 | -32.61% Nov 8, 2022 - Feb 26, 2024 |
| #7 | -17.66% Apr 27, 2007 - Oct 1, 2007 | -30.11% Apr 3, 2012 - May 9, 2013 |
| #8 | -16.25% Dec 23, 2002 - May 15, 2003 | -26.06% May 22, 2018 - Feb 1, 2019 |
| #9 | -13.46% Jan 28, 2002 - Apr 4, 2002 | -26.02% Feb 19, 2025 - May 13, 2025 |
| #10 | -12.59% Feb 17, 2004 - Oct 4, 2004 | -24.69% Feb 9, 2022 - Apr 8, 2022 |
| #11 | -11.96% Feb 26, 2026 - Apr 22, 2026 | -23.36% Apr 19, 2022 - Aug 4, 2022 |
| #12 | -11.61% Feb 7, 2005 - Jun 27, 2005 | -18.87% Jul 24, 2019 - Nov 7, 2019 |
| #13 | -11.55% Jun 16, 2003 - Dec 2, 2003 | -18.45% Apr 30, 2021 - Sep 27, 2021 |
| #14 | -10.65% May 17, 2021 - Aug 11, 2021 | -14.36% Mar 16, 2018 - May 8, 2018 |
| #15 | -10.58% Sep 12, 2022 - Oct 18, 2022 | -12.71% Feb 19, 2019 - May 3, 2019 |
Correlation
Correlation between PFG and LPLA is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2002 - 2026)
PFG vs LPLA dividend yield comparison.
| Year | PFG | LPLA |
|---|---|---|
| 2026 | 1.48% | 0.20% |
| 2025 | 3.49% | 0.34% |
| 2024 | 3.68% | 0.37% |
| 2023 | 3.30% | 0.53% |
| 2022 | 3.05% | 0.46% |
| 2021 | 3.37% | 0.62% |
| 2020 | 4.52% | 0.96% |
| 2019 | 3.96% | 1.08% |
| 2018 | 4.75% | 1.64% |
| 2017 | 2.65% | 1.75% |
| 2016 | 2.78% | 2.84% |
| 2015 | 3.33% | 2.34% |
| 2014 | 2.46% | 2.15% |
| 2013 | 1.99% | 1.38% |
| 2012 | 2.73% | 7.95% |
| 2011 | 2.85% | 0.00% |
| 2010 | 1.69% | 0.00% |
| 2009 | 2.08% | 0.00% |
| 2008 | 1.99% | 0.00% |
| 2007 | 1.31% | 0.00% |
| 2006 | 1.36% | 0.00% |
| 2005 | 1.37% | 0.00% |
| 2004 | 1.34% | 0.00% |
| 2003 | 1.36% | 0.00% |
| 2002 | 0.83% | 0.00% |
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